Seattle Wealth Management
Seattle, Washington
2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005
We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.
Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs.
We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.
Driving directions
Parking is available at the Market Place Tower parking lot (89 Lenora St.)
Meet your Seattle wealth management team
I’m proud to be part of a team that focuses on all aspects of living a richer life.
View ProfileAaron Pearson, CFP®
I help clients live a richer life beyond their balance sheet by incorporating their hobbie...
View ProfileAlannah Clark
I aim at understanding what living a richer life means for our clients and supporting them...
View ProfileAnalelly De Los Santos
As a member of the Personal CFO team, I feel honored to be invited into the financial narr...
View ProfileAnnika Williams, CFA
As chief operating officer, I align resources to ensure that we can execute our company st...
View ProfileApril Kyrkos
As the accounting manager, I am tasked with protecting and managing the financial wellbein...
View ProfileAustin Rood, CPA
I work closely with our personal CFO teams and help clients make sound financial decisions...
View ProfileBernardo Chaves
I work with a team of Brighton Jones professionals who help clients make informed decision...
View ProfileBiss McCarthy, CFP®
I’m in the business of empowering better humans. I offer one-on-one coaching and co-lead o...
View ProfileBonnie Gerlaugh
I chose this profession because it is rewarding to help people achieve their goals both pe...
View ProfileBrett Carolan, CFP®
I empower others to live richer lives by equipping them with the tools and confidence need...
View ProfileBrian Burgess, CFP®
As the chief investment officer, I am the researcher of ideas, the filterer of information...
View ProfileBrian Tall
As a part of our Keep People team, my goal is to connect with each of our employees and he...
View ProfileBriana Boche
We help companies manage and monitor the retirement plan offered to employees, and partner...
View ProfileBrittany Weiler
I help our clients live a richer life by being an instrumental part of their tax and finan...
View ProfileCalley Ryan Bjorkman, CPA
I have the distinct pleasure of helping to lead the recruiting effort for Brighton Jones, ...
View ProfileCarly DeVries, SHRM-CP
I provide our teams the support, tools, and resources they need to execute flawless experi...
View ProfileCassie Johnson
Talk to a Seattle financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client